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Talk with an Advisor 2015-2025

1 888 955 6000 2015-2025 Form

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Karen is with us in Reading Pennsylvania hi Karen how are you great daeve how are you better than I deserve what's up um first I want to thank you because we really appreciate your teachings we've learned a ton and we've um we are not in debt and we have money saved um but we got burnt very badly by a contractor um which made us spend our entire emergency fund and we have Investments but they're not growing so we know we need to find a new investment company but because we've been burnt so badly we're not quite sure what questions to ask of a new company um to make sure that we're not burnt by somebody again okay it's a really good question well the first thing that that we always tell people is is that you need to remember that your Investments are your job but we but we need the counsel and the teaching of people that are experts okay my estate plan is my job but I don't know all there is know about estate planni

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